Ocaris Wealth Management Ltd
Grosvenor Square, Southampton, United Kingdom
About Ocaris Wealth Management Ltd
Ocaris Wealth Management Ltd is a premier financial institution located in the heart of Southampton, United Kingdom. Situated at the prestigious address of Mountbatten House, Grosvenor Square, Ocaris Wealth Management Ltd has been providing exceptional financial solutions and services to clients both locally and internationally for many years.
At Ocaris Wealth Management Ltd, we understand that financial management can be overwhelming and complex for many. This is why we provide tailored financial solutions and a personalized approach to each client's unique needs. Our experienced financial advisors work closely with clients to understand their individual financial goals and develop a customized plan to help them achieve their objectives.
Our team of professionals has extensive knowledge and expertise in investment management, wealth planning, and financial advice. We utilize the latest financial tools and technology to help clients stay informed and make informed decisions about their finances. We believe in transparent communication and keeping our clients informed and educated at every step of the financial planning process.
We offer a range of financial services, including investment management, retirement planning, estate planning, tax planning, and wealth transfer. We provide financial solutions tailored to individuals, families, and businesses that are designed to help them achieve their financial goals.
Our commitment to excellence and client satisfaction is unwavering. We believe that our success is measured by our clients' success. We strive to create long-term partnerships with each client and ensure that their financial needs are met today and for many years to come.
Ocaris Wealth Management Ltd is more than just a financial institution - it's a point of interest for those seeking exceptional financial solutions and a personalized approach to financial management. We welcome you to visit us at our Grosvenor Square location in Southampton and discover how we can help you achieve financial success.
Photos of Ocaris Wealth Management Ltd
Mountbatten House, Grosvenor Square, Southampton SO15 2JU, United Kingdom
Opening hours of Ocaris Wealth Management Ltd
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Ocaris Wealth Management Ltd
"I met with Jacqui via Teams yesterday to discuss my pension options. What to do with my hard earned money after 40 years service was always going to be a difficult decision, but Jacqui immediately put me at ease & was extremely approachable, knowledgeable & helpful. We discussed various options & came to the best option for me; I cannot thank her enough for her help & advice, and would recommend her services to anyone. Thanks Jacqui, you are a star."
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